Monitor the quality of our product and the performance of our tax team
Develop and manage client relationships and participate in proposals for prospective clients
Comply with regulations at the federal, state, and local level
Manage income tax compliance engagements and review income tax returns for high-net-worth individuals, trusts, and businesses across a variety of industries
Requirements
cpa/ea
tax knowledge
leadership
analytical
communication
6+ years
Excellent verbal and written communication skills
CPA or EA Certification required
Ability to lead, train, and coach staff, in person and remote, while identifying staff competencies to manage internal job scheduling
Approximately 6+ years of relevant work experience required
Research and demonstrate knowledge of technical tax requirements and superior client service skills
Strong leadership and analytical skills
Previous tax experience in a public accounting firm required
Benefits
Voluntary short-term disability
Long-term disability
Health insurance - (100% coverage of the HMO HSA employee plan)
Paid holidays
Annual wellness reimbursement
401k retirement
Vision insurance
Life insurance
Paid time off
Paid parental leave
Dental insurance
Paid bereavement leave
Paid parking
Additional exciting fringe benefits, such as shortened summer workweeks and paid week of closure in December!
The firm was established in 1969 and has since built a reputation for delivering top-tier accounting services.
The firm specializes in offering comprehensive tax, audit, and advisory solutions tailored to specific industries.
With a focus on personalized client relationships, they serve a diverse set of industries including healthcare, real estate, and manufacturing.
Known for their hands-on approach, they work closely with businesses to navigate complex financial landscapes.
Their expertise extends to supporting startups, growing companies, and established enterprises in managing taxes, audits, and strategic planning.
A standout feature of the firm is its ability to provide detailed and actionable financial insights that directly impact clients' business success.
Culture + Values
Confidence – You deserve complete confidence not only in your financial plans, but also in your advisor who executes them. Our clients can be confident that our advisors will approach their needs holistically… We take pride in earning your confidence.
Collaboration – We have no corner offices at WEC, opting instead for collaborative spaces to encourage teamwork. Our team is constantly learning from one another…and our clients reap the rewards of the firm’s wealth of knowledge.
Commitment – WEC is committed to our clients and connected to their histories, current needs, goals, and future plans… From the beginning, all of us work diligently to remain well‑versed in our specialties and up to date with industry changes.